Alpha Financial Partners, LLC Fidelity Covington Tr Msci Inf Transaction History

Alpha Financial Partners, LLC

$127 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 24, 2024	BUY	$152.9 - $180.39 $989,263 - $1.17 Million	6,470 New	6,470 $1.13 Billion

Others Institutions Holding FTEC

# of Institutions

526

Shares Held

19.9M

Call Options Held

20.4K

Put Options Held

7.2K

Bank Of America Corp Charlotte, NC

2.62M
Shares

$484 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.19M
Shares

$405 Million
0.08% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.91M
Shares

$354 Million
1.64% of portfolio
Richard Bernstein Advisors LLC

1.56M
Shares

$289 Million
6.59% of portfolio
Churchill Management Corp

1.29M
Shares

$239 Million
2.63% of portfolio

About FIDELITY COVINGTON TR MSCI INF

Ticker FTEC
Sector ETFs
Industry ETFs

More about FTEC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Alpha Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alpha Financial Partners, LLC with notifications on news.